Kolinsky Wealth Management, LLC SCHG Holdings History
Kolinsky Wealth Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-12-31, Kolinsky Wealth Management, LLC held 97,122.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $2.71 Mil. This investment constitutes 1.65% of their stock portfolio, and Kolinsky Wealth Management, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q4. And since then Kolinsky Wealth Management, LLC has made 11 purchases of SCHG, at an average price of $37.41, for a total of 97,473.00 shares. In addition, there have been 1 sales at an average price of $69.10 for 351.00 shares. Based on historical transaction data and SCHG's current price of $29.18, Kolinsky Wealth Management, LLC's estimated gain on his SCHG holdings is $-788,272.60, reflecting a -21.62% gain to date.
Kolinsky Wealth Management, LLC SCHG ($29.18) Holding Chart
Kolinsky Wealth Management, LLC SCHG ($29.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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